Once you have properly set up a connection between the
software and QuickBooks, you must tell the software how to
translate (or map) its internal accounts into your QuickBooks
Note: It is assumed that you have a set of
accounts already set up in your QuickBooks system at this point. If
you do not, go back to your QuickBooks software and set up your
accounts according to your business rules and needs.
To create a mapping of the software's internal accounts to your
QuickBooks accounts, open the QuickBooks Account Mapping
window (if it is not open already). To open this window, click the
Accounting menu and select
the Accounting Interface option from the pull-down menu. The
software will display the Accounting Link window.
Click the Account Cross References button to bring up the
QuickBooks Account Mapping window.
The window will display a list of the software's internal
accounts. You can then select a QuickBooks account into which you
want the numbers from the internal account to go. In the example
above, the software's internal account titled Wholesale &
Dealer Transfer Vehicles is being mapped or translated to an
existing QuickBooks account titled Wholesale Vehicles.
Once you have finished you account mappings, click the
Save/Exit button to save and keep your changes. You may also
click the Cancel/Exit button to close the window without
saving your changes.
If you wish to change the QuickBooks database reference by the
software, you can click the QuickBooks button to select a
different QuickBooks database file.